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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: $Mogul who wrote (89884)3/28/2000 9:34:00 PM
From: gizmo&jack  Read Replies (1) | Respond to of 108040
 
Mogul, excellent commentary on ASIA. I wholeheartedly agree. This company's '99 revenues were $60mm. Assuming a conservative growth rate imo of 50% for Y2000, we'll be talking $90mm. For a company such as this, the minimum multiple with a 50% growth rate should be 50X revs or $4.5 billion end of year, or double where the stock is now. This is worst case imo. Would not be surprised in the least to see 100% growth rate for $120mm in revs and 100X multiple for $12 billion market cap or 5X where the stock is now. But as you said, we'll probably end up somewhere in between like 3 to 4X current stock price. I can wait with you for that.



To: $Mogul who wrote (89884)3/28/2000 11:54:00 PM
From: changedmyname  Read Replies (1) | Respond to of 108040
 
We agree on ASIA... MSCO price target unrealistic. Glad to see someone else with a few hundred dollar price target.

Me, I'm looking for $500 in the next 1 to 2 years... Add in some splits to help it along of course.

Cheers,
Jason